Note: The presentation will be on the 4th floor in Conference Room 1. A reception with beverages and heavy appetizers will follow. Please be sure to thank BNY Wealth for hosting us. Please take the parking garage or lobby elevator to floor 4. Conference Room 1 is immediately to your left when you exit the elevator.
Parking: The parking garage is accessed on Seneca St. (one-way) between 3rd and 2nd Ave. BYN Wealth has generously offered to validate parking. Please bring your voucher with you.
Pricing: WPGC Members - $20 | Non-Members - $35
CLE, CFP, CFRE credits have been applied for.
About the Event:
Crafting a charitable plan that will take effect at one's passing requires many considerations, including the intent to benefit one or more specific charitable causes, reduction or elimination of estate tax, wealth transfer, family governance, legacy, and carrying out that charitable plan without compromising the estate plan for one's family members. A primary role of the advisor is to educate the client or donor about those considerations and guide them to a plan that strikes the appropriate balance of those considerations consistent with their goals while incorporating sufficient flexibility in anticipation of a changing tax, economic, and legal landscape.
This presentation will discuss those considerations in the context of hypothetical client and donor examples. While a certain approach will work well in one fact pattern, it may flounder under a different set of facts. This presentation also will provide tips and highlight potential pitfalls of different testamentary charitable contribution approaches. Lastly, the presentation will examine challenges with contributing to charitable organizations certain classes of assets at one's passing, which if not thoroughly vetted may doom an otherwise thoughtful charitable plan.
Meet the Speaker:
Ryan J. Szczepanik
Senior Wealth Strategist, BNY Wealth
Ryan Szczepanik is a Senior Wealth Strategist with BNY Wealth. He works closely with wealthy families, corporate executives, business owners, and their advisors to provide comprehensive trusts, estates, and tax planning services. He supports the thought leadership and initiatives of the organization with respect to the delivery of those services.
Prior to joining BNY Wealth, Ryan was a Shareholder at Hartog, Baer & Hand, A.P.C., and an attorney at King & Spalding LLP. He is a California Certified Specialist in Estate Planning, Trust and Probate Law. He is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). He is a Member of the California Probate and Mental Health Advisory Committee (PMHAC), which makes recommendations to the Judicial Council of California for improving trust and estate law. He previously served as the President of the East Bay Trusts & Estates Lawyers (EBTEL).
Ryan focuses on complex issues surrounding all areas of trusts, estates, and tax planning impacting BNY Wealth clients.
He received a BA in Economics from Amherst College; a JD from Emory Law School, where he received the Dean’s Award for Trusts and Estates; and a Certificate from Harvard Law School’s Executive Education Accelerated Leadership Program.
